ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,565 | -23.3% | 794 | -20.4% | 0.02% | -28.6% |
| Q2 2023 | $97,168 | +2.1% | 997 | -5.2% | 0.03% | 0.0% |
| Q1 2023 | $95,153 | +30.4% | 1,052 | +22.6% | 0.03% | +21.7% |
| Q4 2022 | $72,956 | -3.3% | 858 | -2.5% | 0.02% | -8.0% |
| Q3 2022 | $75,460 | -40.3% | 880 | -41.6% | 0.02% | -39.0% |
| Q2 2022 | $126,353 | -36.9% | 1,506 | -23.8% | 0.04% | -34.9% |
| Q1 2022 | $200,369 | -49.9% | 1,977 | -46.5% | 0.06% | -51.2% |
| Q4 2021 | $399,585 | +2.7% | 3,692 | 0.0% | 0.13% | -7.9% |
| Q3 2021 | $389,137 | +7.1% | 3,692 | +0.1% | 0.14% | -14.6% |
| Q2 2021 | $363,354 | -32.3% | 3,690 | -37.5% | 0.16% | -42.0% |
| Q1 2021 | $536,587 | -6.4% | 5,905 | -11.4% | 0.28% | -18.2% |
| Q4 2020 | $573,390 | – | 6,665 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goodwin Investment Advisory | 266,691 | $22,949,000 | 28.08% |
| Sharkey, Howes & Javer | 646,600 | $55,627,000 | 18.57% |
| BHF RG Capital Inc. | 279,556 | $24,050,000 | 18.14% |
| ONE Advisory Partners, LLC | 274,081 | $23,579,000 | 16.15% |
| CLIENT 1ST ADVISORY GROUP, LLC | 262,068 | $22,708,000 | 14.74% |
| FIRETHORN WEALTH PARTNERS, LLC | 121,045 | $10,414,000 | 11.25% |
| 55I, LLC | 1,748,678 | $150,439,000 | 11.22% |
| VIVID FINANCIAL MANAGEMENT, INC. | 263,385 | $22,659,000 | 10.93% |
| PAX Financial Group, LLC | 396,046 | $34,072,000 | 10.66% |
| Stone House Investment Management, LLC | 239,258 | $20,583,000 | 10.37% |